§ 13F · FUND PROFILE
Stone Wealth Partners.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 68Turnover · — · Q4Filed · Feb 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$112.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | 127K | $13.5T | 12.1% | NEW |
| 2 | VOO | VANGUARD INDEX FDS | 14K | $8.7T | 7.7% | NEW |
| 3 | SPY | SPDR S&P 500 ETF TR | 10K | $7.0T | 6.2% | NEW |
| 4 | MINT | PIMCO ETF TR | 51K | $5.1T | 4.6% | NEW |
| 5 | VTV | VANGUARD INDEX FDS | 27K | $5.1T | 4.5% | NEW |
| 6 | AGG | ISHARES TR | 51K | $5.1T | 4.5% | NEW |
| 7 | MGK | VANGUARD WORLD FD | 11K | $4.6T | 4.1% | NEW |
| 8 | IJT | ISHARES TR | 26K | $3.7T | 3.3% | NEW |
| 9 | IWP | ISHARES TR | 24K | $3.3T | 3.0% | NEW |
| 10 | FTSM | FIRST TR EXCHANGE-TRADED FD | 54K | $3.2T | 2.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STONE SIGNAL
AC read
Stone Wealth Partners is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed